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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI163: Macro Market Overview w/ Darius Dale
Description: IN THIS EPISODE, YOU’LL LEARN:
04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets.
07:39 - Why the market expects inflation to come down in the near term.
11:43 - What a “Fed Put” is.
21:51 - Why the Federal Reserve raised interest rates well after the rise in asset prices in late 2021.
25:36 - What is the one asset class that investors should consider allocating to given the current macro environment?
35:49 - What the drivers of continued inflation will be going forward.
38:08 - What an inverted yield curve ultimately signals to the market.
And much, much mor...